Avidian Wealth Enterprises, LLC
Houston TX · SEC CIK 0001471474
$31.61亿2026Q1 申报市值
676持仓数
39.0%前十大占比 · 第一大 14.0%
117 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IVV 加仓+$3,014.50万
VEA 加仓+$3,003.37万
IJH 加仓+$2,643.62万
VTEB 加仓+$1,703.59万
JQUA 加仓+$1,272.70万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$2,951.46万
IJR 减仓-$1,648.88万
NE 减仓-$1,151.77万
VLUE 减仓-$1,149.76万
SPLV 清仓-$783.47万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| POWL | POWELL INDS INC | $36.36万 | 0.01% | 672 | -75 | -10.0% | -$4.06万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $36.36万 | 0.01% | 10,923 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $36.33万 | 0.01% | 3,592 | -1,000 | -21.8% | -$10.11万 | 减仓 |
| IBB | ISHARES TR | $36.26万 | 0.01% | 2,148 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $36.25万 | 0.01% | 660 | 133 | 25.2% | $7.30万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $36.18万 | 0.01% | 7,117 | -1,509 | -17.5% | -$7.67万 | 减仓 |
| CTAS | CINTAS CORP | $36.17万 | 0.01% | 2,138 | 1,137 | 113.6% | $19.24万 | 重新持有 |
| OEF | ISHARES TR | $36.08万 | 0.01% | 1,134 | -4,107 | -78.4% | -$130.69万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC | $35.88万 | 0.01% | 14,694 | -17 | -0.1% | -$415 | 减仓 |
| MCK | MCKESSON CORP | $35.79万 | 0.01% | 414 | 94 | 29.4% | $8.13万 | 加仓 |
| MCO | MOODYS CORP | $35.39万 | 0.01% | 811 | -481 | -37.2% | -$20.99万 | 减仓 |
| CFR | CULLEN FROST BANKERS INC | $35.34万 | 0.01% | 2,578 | 73 | 2.9% | $1.00万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $35.31万 | 0.01% | 12,298 | 2,842 | 30.1% | $8.16万 | 加仓 |
| ETR | ENTERGY CORP NEW | $35.14万 | 0.01% | 3,128 | 73 | 2.4% | $8,202 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $35.05万 | 0.01% | 2,143 | 2,143 | — | $35.05万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $35.00万 | 0.01% | 10,137 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $34.96万 | 0.01% | 2,645 | 389 | 17.2% | $5.14万 | 加仓 |
| ADBE | ADOBE INC | $34.93万 | 0.01% | 1,437 | -174 | -10.8% | -$4.23万 | 减仓 |
| GM | GENERAL MTRS CO | $34.83万 | 0.01% | 4,676 | 336 | 7.7% | $2.50万 | 加仓 |
| IBDR | ISHARES TR | $34.80万 | 0.01% | 14,356 | -1,053 | -6.8% | -$2.55万 | 减仓 |
| MDST | ULTIMUS MANAGERS TR | $34.71万 | 0.01% | 12,137 | 4,512 | 59.2% | $12.90万 | 加仓 |
| — | HANCOCK JOHN PFD INCOME FD | $34.52万 | 0.01% | 21,999 | 999 | 4.8% | $1.57万 | 加仓 |
| GNOV | FIRST TR EXCHNG TRADED FD VI | $34.38万 | 0.01% | 8,829 | 0 | 0.0% | — | 不变 |
| VONG | VANGUARD SCOTTSDALE FDS | $34.26万 | 0.01% | 3,123 | 3,123 | — | $34.26万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.75万 | 0.01% | 12,830 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $33.44万 | 0.01% | 19,541 | 294 | 1.5% | $5,030 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $33.38万 | 0.01% | 1,195 | 352 | 41.8% | $9.83万 | 加仓 |
| XYZ | BLOCK INC | $33.33万 | 0.01% | 5,538 | 489 | 9.7% | $2.94万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $33.18万 | 0.01% | 12,679 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $32.97万 | 0.01% | 2,196 | -484 | -18.1% | -$7.27万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $32.83万 | 0.01% | 7,360 | 471 | 6.8% | $2.10万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $32.78万 | 0.01% | 6,869 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL ETF TRUST | $32.36万 | 0.01% | 4,563 | 439 | 10.6% | $3.11万 | 加仓 |
| PAYX | PAYCHEX INC | $32.27万 | 0.01% | 3,503 | -1,110 | -24.1% | -$10.22万 | 减仓 |
| JNK | SPDR SERIES TRUST | $32.09万 | 0.01% | 3,352 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $32.08万 | 0.01% | 1,001 | 36 | 3.7% | $1.15万 | 加仓 |
| VDC | VANGUARD WORLD FD | $31.99万 | 0.01% | 1,424 | 22 | 1.6% | $4,942 | 加仓 |
| GJAN | FIRST TR EXCHNG TRADED FD VI | $31.70万 | 0.01% | 7,564 | 1,166 | 18.2% | $4.89万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $31.65万 | 0.01% | 4,715 | 4,715 | — | $31.65万 | 新建仓 |
| IQLT | ISHARES TR | $31.07万 | 0.01% | 6,721 | 6,721 | — | $31.07万 | 新建仓 |
| LVHI | LEGG MASON ETF INVT | $31.05万 | 0.01% | 7,658 | 7,658 | — | $31.05万 | 新建仓 |
| IBHF | ISHARES TR | $30.69万 | 0.01% | 13,373 | -2,961 | -18.1% | -$6.80万 | 减仓 |
| — | TIDAL TRUST I | $30.46万 | 0.01% | 17,019 | 17,019 | — | $30.46万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $30.19万 | 0.01% | 3,271 | 609 | 22.9% | $5.62万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $29.75万 | 0.01% | 4,499 | -605 | -11.9% | -$4.00万 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $29.55万 | 0.01% | 2,574 | -451 | -14.9% | -$5.18万 | 减仓 |
| BOND | PIMCO ETF TR | $29.43万 | 0.01% | 3,190 | 440 | 16.0% | $4.06万 | 加仓 |
| IBDV | ISHARES TR | $29.42万 | 0.01% | 13,441 | 13,441 | — | $29.42万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $29.24万 | 0.01% | 2,928 | 4 | 0.1% | $399 | 加仓 |
| IBDU | ISHARES TR | $29.21万 | 0.01% | 12,559 | 12,559 | — | $29.21万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $28.48万 | 0.01% | 794 | 794 | — | $28.48万 | 新建仓 |
| GLW | CORNING INC | $28.45万 | 0.01% | 2,092 | 2,092 | — | $28.45万 | 新建仓 |
| SPSB | SPDR SERIES TRUST | $28.21万 | 0.01% | 9,381 | -8,793 | -48.4% | -$26.44万 | 减仓 |
| AMCR | AMCOR PLC | $28.10万 | 0.01% | 7,070 | 7,070 | — | $28.10万 | 新建仓 |
| SNY | SANOFI SA | $27.82万 | 0.01% | 5,775 | -146 | -2.5% | -$7,034 | 减仓 |
| PRI | PRIMERICA INC | $27.76万 | 0.01% | 1,108 | 93 | 9.2% | $2.33万 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $27.72万 | 0.01% | 4,014 | 14 | 0.4% | $967 | 重新持有 |
| VCR | VANGUARD WORLD FD | $27.61万 | 0.01% | 769 | -121 | -13.6% | -$4.34万 | 减仓 |
| CCL | CARNIVAL CORP | $27.06万 | 0.01% | 10,456 | 57 | 0.5% | $1,475 | 加仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $26.88万 | 0.01% | 20,760 | -1,553 | -7.0% | -$2.01万 | 减仓 |
| HODL | VANECK BITCOIN ETF | $26.88万 | 0.01% | 14,028 | 14,028 | — | $26.88万 | 新建仓 |
| ROST | ROSS STORES INC | $26.86万 | 0.01% | 1,240 | 129 | 11.6% | $2.79万 | 加仓 |
| CRH | CRH PLC | $26.85万 | 0.01% | 2,555 | 2,555 | — | $26.85万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $26.79万 | 0.01% | 1,069 | 1,069 | — | $26.79万 | 新建仓 |
| XEL | XCEL ENERGY INC | $26.78万 | 0.01% | 3,371 | 172 | 5.4% | $1.37万 | 加仓 |
| DEO | DIAGEO PLC | $26.61万 | 0.01% | 3,575 | 1,404 | 64.7% | $10.45万 | 重新持有 |
| ROP | ROPER TECHNOLOGIES INC | $26.49万 | 0.01% | 749 | 749 | — | $26.49万 | 新建仓 |
| TRN | TRINITY INDS INC | $26.23万 | 0.01% | 8,150 | -629 | -7.2% | -$2.02万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $26.20万 | 0.01% | 9,874 | -1,336 | -11.9% | -$3.54万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $25.98万 | 0.01% | 561 | 561 | — | $25.98万 | 新建仓 |
| VST | VISTRA CORP | $25.91万 | 0.01% | 1,723 | 14 | 0.8% | $2,105 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $25.84万 | 0.01% | 2,333 | 2,333 | — | $25.84万 | 新建仓 |
| FDEC | FIRST TR EXCHNG TRADED FD VI | $25.79万 | 0.01% | 5,188 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.76万 | 0.01% | 5,289 | -7,289 | -58.0% | -$35.50万 | 减仓 |
| — | PROSHARES TR | $25.73万 | 0.01% | 51,060 | 51,060 | — | $25.73万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $25.57万 | 0.01% | 4,331 | -1,236 | -22.2% | -$7.30万 | 减仓 |
| OCTW | AIM ETF PRODUCTS TRUST | $25.52万 | 0.01% | 6,635 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL ETF TRUST | $25.49万 | 0.01% | 7,505 | 7,505 | — | $25.49万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $25.47万 | 0.01% | 9,276 | 284 | 3.2% | $7,799 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $25.40万 | 0.01% | 6,759 | -193 | -2.8% | -$7,252 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $25.32万 | 0.01% | 2,187 | 222 | 11.3% | $2.57万 | 加仓 |
| IBMO | ISHARES TR | $25.12万 | 0.01% | 9,802 | -4,684 | -32.3% | -$12.01万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $25.10万 | 0.01% | 602 | 74 | 14.0% | $3.09万 | 加仓 |
| MPLX | MPLX LP | $25.07万 | 0.01% | 4,393 | 4,393 | — | $25.07万 | 新建仓 |
| NUE | NUCOR CORP | $25.01万 | 0.01% | 1,479 | -142 | -8.8% | -$2.40万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $24.90万 | 0.01% | 819 | 819 | — | $24.90万 | 新建仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $24.85万 | 0.01% | 9,126 | 9,126 | — | $24.85万 | 新建仓 |
| SNDK | SANDISK CORP | $24.84万 | 0.01% | 391 | 391 | — | $24.84万 | 新建仓 |
| ARKB | ARK 21SHARES BITCOIN ETF | $24.82万 | 0.01% | 11,037 | 0 | 0.0% | — | 不变 |
| CRAI | CRA INTL INC | $24.80万 | 0.01% | 1,532 | 1,532 | — | $24.80万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $24.61万 | 0.01% | 5,306 | 849 | 19.0% | $3.94万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $24.53万 | 0.01% | 3,590 | -80 | -2.2% | -$5,466 | 减仓 |
| J | JACOBS SOLUTIONS INC | $24.40万 | 0.01% | 1,917 | -22 | -1.1% | -$2,800 | 减仓 |
| SRE | SEMPRA | $24.37万 | 0.01% | 2,508 | 207 | 9.0% | $2.01万 | 加仓 |
| EMN | EASTMAN CHEM CO | $24.16万 | 0.01% | 3,166 | 3,166 | — | $24.16万 | 新建仓 |
| IWN | ISHARES TR | $24.14万 | 0.01% | 1,274 | 1,274 | — | $24.14万 | 新建仓 |
| IBMP | ISHARES TR | $24.12万 | 0.01% | 9,481 | -3,538 | -27.2% | -$9.00万 | 减仓 |
| VDE | VANGUARD WORLD FD | $24.11万 | 0.01% | 1,393 | 1,393 | — | $24.11万 | 新建仓 |
| ZTS | ZOETIS INC | $24.01万 | 0.01% | 2,031 | 257 | 14.5% | $3.04万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $23.65万 | 0.01% | 5,221 | 458 | 9.6% | $2.07万 | 加仓 |